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The Branch is Alive – It is your storefront but you are leaving money on the table

The Branch is Alive – It is your storefront but you are leaving money on the table

September 20, 2013

The death of the bank branch is grossly over exaggerated. In fact it is still the bank’s storefront and will continue to be the bank’s first line of business for the foreseeable future. Here is the reality – 100% of businesses banking accounts are opened at the branch.

Manage and Measure Sales and Profitability Across your Branch Network

Manage and Measure Sales and Profitability Across your Branch Network

September 10, 2013

Today at Finovate Fall 2013 we are announcing the first release of a new Branch Profitability Dashboard, a cloud-based analytics solution that gives banks detailed visibility into branch performance. This data can be used to increase branch sales effectiveness and profitability.

New Breakthrough in Branch Performance Management will be Unveiled at Finovate Fall 2013

New Breakthrough in Branch Performance Management will be Unveiled at Finovate Fall 2013

August 13, 2013

FinovateFall 2013 is almost here and we are proud to announce we have been selected to present our newest product offering at this showcase for hot banking tech tools.  We will be demonstrating an innovative way to manage branch performance and profitability!

Ignite Sales Integration into Salesforce.com, Avidian’s Profit and FIS CRM Solution

Ignite Sales Integration into Salesforce.com, Avidian’s Profit and FIS CRM Solution

August 6, 2013

Today Ignite announced a new service that automatically syncs qualified sales leads and valuable lead intelligence generated by Ignite’s online Recommendation Guides into Salesforce.com.

Consistency Matters – Retail Bank’s Omnichannel Challenge

Consistency Matters – Retail Bank’s Omnichannel Challenge

July 25, 2013

Omnichannel has been the newest mantra bandied around in the executive ranks of traditional brick and mortar retailers. Omnichannel is the seamless integration of brick and mortar stores with online and mobile commerce. This form of retailing, which lets consumers move seamlessly among all retail environments, both real and virtual, will eventually be the norm.

It’s a Match for Comerica!

It’s a Match for Comerica!

July 1, 2013

Consumers want a convenient, secure and familiar experience when they interact with their bank online. They also want their bank to understand that they may use multiple channels such as the branch, online, ATM, as well as the customer service center.

Forecasting Customer Behavior

Forecasting Customer Behavior

June 25, 2013

Forecasting customer behavior in banking is not easy. In today’s competitive market, customers are taking greater control of their banking relationships. They are switching banks, changing their behavior and demanding improvements. 

Increase Wallet Share at Point of Sale

Increase Wallet Share at Point of Sale

June 11, 2013

Customers are taking greater control of their banking relationships. First, they are more informed and are switching banks because they are turning to the web to conduct competitive research before they make purchases,  [wallet-sample] including banking products. Second, new and unexpected competitors such as...

How Analytics is Changing Retail Banking

How Analytics is Changing Retail Banking

May 27, 2013

In my previous blog post, titled From Service Culture to Sales Culture – Really?  … Really! I talk about how customer service is at the core of retail banking however the fundamentals of the sales process found in other industries is not present in retail banking.

Improving Retail Sales with Analytics

Improving Retail Sales with Analytics

May 21, 2013

This article was originally printed in BAI Banking Strategies on May 15, 2013. Using customer data at the point-of-sale with eligibility analytics can help banks implement a simpler and more efficient sales process.